🔥 Global AI Competition Intensifies! Comprehensive Analysis of GPU Market and Korea's AI Competitiveness
📅 Analysis Period: April 30, 2025 - May 1, 2025
📌 Global AI Competition Intensifies
The competition between the United States and China for AI dominance continues to intensify. Notably, Nvidia CEO Jensen Huang has publicly stated that China's AI technological capabilities are not far behind those of the US, drawing significant attention.
- Nvidia CEO Jensen Huang: "China is not behind the US in AI"
• Statement draws attention amid fierce US-China AI rivalry
• Article Link | 05.01.2025 - Jensen Huang, Nvidia CEO: "China not lagging behind the US in AI field"
• Emphasized that "China is not falling behind the US in the AI field"
• Article Link | 05.01.2025 - Jensen Huang: "China's AI not behind US... Huawei's remarkable progress"
• Described Huawei as "one of the most powerful tech companies"
• Article Link | 05.01.2025 - Jensen Huang urges Trump to ease AI chip export controls
• Mentions need for regulatory changes to spread US technology
• Article Link | 05.01.2025 - AI Emperor's confession: "China not behind the US"
• "Very, very close" - suggests minimal gap between US and China in AI
• Article Link | 05.01.2025
📌 Korean AI Semiconductor and GPU Market Trends
Samsung Electronics is investing 9 trillion won in the AI semiconductor market to overcome challenges, focusing on custom HBM development. The company is working to expand market share by supplying HBM for low-spec AI accelerators intended for export to China.
- Survival means 'AI chips'... Samsung bets on custom HBM with 9 trillion investment
• Supplying HBM for Nvidia's H20 to enter the market
• Article Link | 04.30.2025 - "Galaxy S25's success was significant"... Samsung phone division sees 22% increase in operating profit
• Galaxy S25 series' AI features well-received
• Article Link | 04.30.2025 - Samsung Electronics launches 'AI Subscription Festa' for Family Month
• Marketing strategy to sell AI products at reasonable prices
• Article Link | 04.30.2025 - DB Insurance partners with Samsung Electronics for new AI-based business
• Collaboration with on-device AI-equipped smartphone products
• Article Link | 04.30.2025 - Science & Tech Innovation Director Ryu Gwang-jun: "To become an AI powerhouse, we must take untraveled paths"
• Emphasizes increased investment in 12 national strategic technologies and talent acquisition
• Article Link | 05.01.2025
📌 Korean Companies Strengthening AI Capabilities
Major Korean IT companies are focusing on developing proprietary AI models and building AI ecosystems. Kakao has unveiled a Korean-specialized integrated AI model, while Naver is pursuing strategic alliances for global expansion.
- Kakao reveals performance of Korean-specialized AI model 'Kanana-o'
• Introduces multimodal AI model integrating text, voice, and image
• Article Link | 05.01.2025 - Kakao unveils performance of integrated AI 'Kanana-o' for text, voice, and image
• Evolution into AI that sees, hears, and speaks like humans
• Article Link | 05.01.2025 - 'Korean-specialized AI' Kanana, can it catch up with ChatGPT?
• Korea's first model to simultaneously process text, voice, and images
• Article Link | 05.01.2025 - Lee Hae-jin meets with Trump Jr... What was discussed?
• Industry interest focuses on possibilities for global AI cooperation
• Article Link | 04.30.2025 - Naver founder Lee Hae-jin meets with US President Trump's eldest son
• Discussions centered on AI collaboration for global expansion
• Article Link | 04.30.2025
📌 AI Technology Companies' Achievements and Innovation
Korean AI startups are gaining recognition on the global stage, with various companies launching innovative products and services that incorporate AI technology. Notably, four Korean companies were named among CB Insights' Global AI 100 companies.
- Four SME Ministry-supported startups selected for Global AI 100 companies
• Korean startups included in CB Insights' 'AI 100 2025'
• Article Link | 05.01.2025 - All four Korean companies selected for 'Global AI 100' received SME Ministry support
• Demonstrates success of government startup support policies
• Article Link | 05.01.2025 - Shinhan Investment Securities publishes two papers in global AI conference
• Development of Korean NLP models specialized for finance
• Article Link | 04.30.2025 - "Sharing with global scholars"... Neurophet discusses AI brain imaging diagnostics
• Shared AI-based diagnostic technology with Alzheimer's research authorities
• Article Link | 04.30.2025 - Meta's performance soars with 'Advertising-AI' virtuous cycle... "Will increase AI investment further"
• Revenue growth from AI-customized advertising, plans to expand investment
• Article Link | 05.01.2025
📌 AI Products and Services Expansion
Various companies are launching consumer-tailored AI products and services, accelerating the adoption of AI technology in everyday life. Innovative services incorporating AI are emerging across multiple sectors including home appliances, telecommunications, and education.
- KT opens MZ-tailored 'AI Experience Zone' in Seoul's Hongdae area
• Provides personalized profile images based on AI surveys
• Article Link | 05.01.2025 - "AI adjusts automatically"... LG Electronics launches new cordless vacuum cleaner
• Features automatic suction power adjustment based on AI usage pattern analysis
• Article Link | 04.30.2025 - Meta's AI chatbot app that understands your interests, when will it launch in Korea?
• Meta releases dedicated app for AI chatbot service
• Article Link | 05.01.2025 - Real-time child expression detection... LG U+ eliminates childcare blind spots with AI
• AI CCTV enables real-time monitoring of children's expressions
• Article Link | 05.01.2025 - Chungnam Province operates Digital Learning Centers... Free education on AI, kiosk usage
• Offers education on latest digital issues including generative AI
• Article Link | 05.01.2025
📌 AI Policies and Social Impact
Government and local authorities are promoting various policies to build AI infrastructure and activate education, while politicians are presenting AI-related pledges. Discussions about changes in the work environment adapted to the AI era are also actively taking place.
- Lee Jae-myung: "In the AI era, we should move toward a 4-day workweek in the long term"
• Emphasizes need for reduced working hours with AI emergence
• Article Link | 04.30.2025 - Seoul City to help innovative tech companies in AI, mobility enter global markets
• Supporting domestic companies through 'Smart Life Week'
• Article Link | 05.01.2025 - [Busan News] SW·AI Education Hub Center hosts digital experience event
• Experience programs to bridge digital education gaps
• Article Link | 05.01.2025 - Sejong accelerates creation of AI and new technology-intensive city
• Promoting smart service plans based on AI intelligence city goals
• Article Link | 05.01.2025 - [In&Out] AI Literacy
• Emphasizes importance of literacy as AI becomes commonplace
• Article Link | 04.30.2025
📈 AI-Based Stock Recommendations
| Company | Recommendation Reason |
|---|---|
| Samsung Electronics | Securing AI growth engine with 9 trillion won investment in AI semiconductor market and custom HBM development; performance improvement expected from well-received Galaxy S25 AI features |
| Kakao | Strengthened competitiveness in domestic AI market with Korean-specialized integrated AI model 'Kanana-o' and potential to expand multimodal technology |
| Naver | Expected expansion of overseas opportunities through global AI cooperation initiatives following meeting with Trump Jr. |
| KT | Market preemption through MZ generation-tailored AI experience zones and expanding user experiences with real-life AI technology applications |
| LG Electronics | Targeting premium market with expanded lineup of AI-integrated home appliances and potential for stable revenue generation through AI subscription services |
🔑 Key Keywords
Global AI competition, GPU, Jensen Huang, Kanana-o, Multimodal AI, Samsung Electronics, HBM, AI Experience Zone, AI Semiconductor, AI Policy
